- We listen to your needs and concerns.
- We help you to define your financial dreams - making them goals.
- When we have a complete understanding of your financial circumstances, we develop a detailed financial plan. We will call upon other professional advisors such as tax accountants and lawyers, when necessary.
- We consider tax, estate and insurance needs, investment strategies, education funding and retirement income projections.
- Our investment philosophy is essentially conservative in nature. We do, however, consider your individual risk profile when evaluating your investment portfolio.
- When reviewing your current investment portfolio, we explain the merits of specific investments and we consider your circumstances and comfort level. Should changes be needed, we carefully explain the reasons and suggest sound alternatives.
- We examine all of your existing insurance policies and ensure you have a clear summary of each policy. When we discover an insurance need (life, disability, critical illness and/or long term care) we look for the best policy with a stable insurance company to suit your needs, through IPG Insurance Inc.
- Most important of all, we become your coach to ensure the action plan is implemented and our strategies are monitored and kept current
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Individual Services